See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,935 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $12,700 |
PASI, LLC1 year Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $11,025 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,313 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $527 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,647 | $79,171-22.1% | $102,423-39.8% | $74,495-17.2% |
| Participation rate | 74.1% | 74.8%-0.7pp | 76.5%-2.4pp | 67.2%+6.9pp |
| Annual return | 13.30% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,119 | $2,362-52.6% | $3,023-63.0% | $2,623-57.3% |
| Participant deferral / active EE | $4,422 | $4,415+0.2% | $5,053-12.5% | $4,346+1.8% |
| Admin fee / account holder | $208 | $2,001-89.6% | $9,451-97.8% | $1,942-89.3% |